Total Return Securities, Inc. (NYSE:SWZ – Get Free Report) Director Moritz Sell acquired 2,091 shares of the business’s stock in a transaction that occurred on Friday, June 26th. The shares were purchased at an average cost of $5.88 per share, with a total value of $12,295.08. Following the transaction, the director directly owned 18,246 shares of the company’s stock, valued at $107,286.48. This trade represents a 12.94% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.
Total Return Securities Stock Performance
Shares of Total Return Securities stock opened at $5.94 on Wednesday. Total Return Securities, Inc. has a 12-month low of $5.84 and a 12-month high of $6.43. The firm’s 50-day moving average price is $5.98 and its two-hundred day moving average price is $6.05.
Institutional Trading of Total Return Securities
Large investors have recently made changes to their positions in the company. Matisse Capital raised its position in Total Return Securities by 0.5% during the fourth quarter. Matisse Capital now owns 610,000 shares of the closed-end fund’s stock valued at $3,794,000 after purchasing an additional 3,000 shares in the last quarter. Raymond James Financial Inc. increased its stake in shares of Total Return Securities by 58.3% in the 3rd quarter. Raymond James Financial Inc. now owns 13,850 shares of the closed-end fund’s stock valued at $84,000 after purchasing an additional 5,100 shares during the last quarter. Susquehanna International Group LLP increased its stake in shares of Total Return Securities by 89.6% in the 3rd quarter. Susquehanna International Group LLP now owns 19,315 shares of the closed-end fund’s stock valued at $117,000 after purchasing an additional 9,126 shares during the last quarter. Marex Group plc acquired a new position in shares of Total Return Securities during the 4th quarter worth $62,000. Finally, Bank of America Corp DE raised its holdings in shares of Total Return Securities by 375.2% during the 4th quarter. Bank of America Corp DE now owns 13,672 shares of the closed-end fund’s stock worth $102,000 after buying an additional 10,795 shares in the last quarter. Institutional investors and hedge funds own 41.12% of the company’s stock.
Total Return Securities Company Profile
Total Return Securities (NYSE:SWZ) is a closed-end management investment company listed on the New York Stock Exchange. The fund seeks to deliver a high total return for shareholders by combining capital appreciation with current income. It provides access to a diversified portfolio of equity and fixed-income securities spanning multiple industries and regions.
SWZ’s investment strategy typically blends dividend-paying common stocks, corporate bonds and other credit instruments. The fund may employ moderate leverage to enhance returns and pursues an active management approach, dynamically adjusting its allocations in response to evolving market conditions.
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